Accretive Wealth Partners
SHW icon

Accretive Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Accretive Wealth Partners’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$244K Hold
754
– – 0.05% 150
2026
Q2 		$260K Hold
754
– – 0.06% 153
2026
Q1 		$242K Hold
754
– – 0.07% 161
2025
Q4 		$244K Buy
+754
New +$252K 0.07% 141

Other funds holding SHW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Accretive Wealth Partners's SHW Position: Q3 2026 in Review

Accretive Wealth Partners held its Sherwin-Williams (SHW) position steady in Q3 2026 at 754 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #150.

Accretive Wealth Partners first reported a position in SHW in Q4 2025 and has held it in 4 quarters since. The position peaked at $260K in Q2 2026. 1,121 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Accretive Wealth Partners held 754 shares of Sherwin-Williams worth $244K as of Q3 2026.
  • Accretive Wealth Partners left its Sherwin-Williams share count unchanged in Q3 2026.
  • Sherwin-Williams made up 0.05% of Accretive Wealth Partners's portfolio in Q3 2026, its #150 holding.
  • Accretive Wealth Partners first reported a position in Sherwin-Williams in Q4 2025 and has held it in 4 quarters since.
  • Accretive Wealth Partners's Sherwin-Williams position peaked at $260K in Q2 2026.
  • 1,121 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.